SBB Setup Tab
SBB Setup TabSBB Expenses TabSBB Month TabSBB Annual Tab

Super Basic Budget

4.85 out of 5
(13 customer reviews)

$5.00

An incredibly simple, full 12-month, Excel budget template. Compare your spending vs budget for up to 20 categories, and track your progress month by month.

Not sure if the Super Basic Budget is right for you? Try the FREE Super Starter Budget first.

System Requirements: PC: Excel 2013, 2010, or 2007; Mac: Excel 2011

SKU: SBB1503. Category: .

Product Description

If you’re anything like us, you’re not going to use a budget worksheet unless it’s incredibly easy. This super simple, user-friendly Excel budget template has just enough features to help you watch your spending with minimal effort.

The Super Basic Budget literally takes minutes to set up and minutes to maintain. Just set up your budget categories, track your spending, and see how you did.

Need something a little more advanced? Check out the Super Deluxe Budget.

Features:

  • 12-Month Budget
  • One Regular Income Source
  • Up to 20 Expense Categories

Instructions

Setting up your Budget
Logging your Expenses
Analyzing your Monthly Spending
Checking the Annual Summary
Frequently Asked Questions


Setting up your Budget

Start with the Setup tab.

sbb-tab-setup

It takes three steps to set up the Super Basic Budget.

sbb-setup-startdateStep 1: Enter the month and year of when you want to start budgeting. The template will track your spending for a 12-month period starting with this month.

sbb-setup-incomeStep 2: Enter your monthly net income (your take-home pay after taxes).

sbb-setup-calculatorformIf you earn a regular paycheck, click the orange Income Calculator button to help you determine your monthly net income. Enter your paycheck amount in the form that pops up. Then choose your paycheck frequency. The Monthly Net Income result is the amount you will enter.

Note: If you earn irregular income, check out the Super Deluxe Budget.

sbb-setup-categoriesStep 3: Enter up to 20 expense categories and the amounts you want to budget each month. The difference between your net income and your total spending budget is your budgeted savings.

Note: If you need more categories or subcategories, check out the Super Deluxe Budget.

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Logging your Expenses

Click the blue “Expenses” button at the top of the screen to go to the Expenses tab.

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On a regular basis, log your spending on the Expenses table.

sbb-expenses-categoryType over the example with the date, description, and amount of your first expense. When you click to enter the category, a small arrow box should pop up next to it. Click on this arrow box, and a dropdown menu will appear. Select the category from the dropdown menu.

sbb-expenses-rowEnter your next expense right below the first one. The table will automatically “grow” as you enter expenses.

Continue to add expenses as they occur, one right below the other.

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Analyzing your Monthly Spending

Click the “Month Detail” button to go to the Month Detail tab.

sbb-tab-month

After logging your expenses, check this tab to see how you did for the month.

sbb-month-headerFirst select the month you want to view by clicking on the title and selecting from the dropdown menu. You can also select “YEAR-TO-DATE” to view your totals so far since starting your budget.

sbb-month-summaryThe top section is a summary of your savings and spending for the month.

sbb-month-categoryThe bottom section is a breakdown of your spending by category.

On the right-hand side, you will see two pie charts.

sbb-month-budgetchartBudget Spending Pie Chart: The first pie chart represents your budget spending by category.

sbb-month-actualchartActual Spending Pie Chart: The second pie chart represents your actual spending by category.

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Checking the Annual Summary

Go the Annual Summary tab by clicking on the “Annual Summary” button.

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Check this tab for a month-by-month view of your savings and spending.

The top two sections summarize your savings and spending by month. All the way to the far right, you can see your Total, YTD, and Averages.

sbb-annual-summary

The middle section shows you your spending vs budget by category. If you are consistently over or under spending in a particular category, you may want to adjust your budget.

sbb-annual-category

At the bottom, you’ll see a Cumulative Monthly Trend chart.

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That’s it! Just keep logging your expenses, check your Month Detail and Annual Summary tabs, and watch your savings grow :)

Have an unanswered question? Check out the FAQ page.

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13 reviews for Super Basic Budget

  1. Shayla
    5 out of 5

    :

    My husband and I are new to budgeting and wanted a spreadsheet that was easy to use. This one is very user friendly, has many categories included, and simple to update. I would recommend it for anyone starting out and wanting a basic tool. When I had a question regarding this spreadsheet, I also received excellent customer service. :)

  2. Angelique Contona
    5 out of 5

    :

    Very easy to use! Simple categories are perfect for what I need!

  3. Heather McNiel
    5 out of 5

    :

    So easy!!! this was perfect for me….thank you! :D

  4. Dorothy
    5 out of 5

    :

    I was looking for a simple spreadsheet to manage my finances and then I stumbled on the Savvy spreadsheet website. I have been using the super basic spreadsheet for a year, it is simple to use and helped me to manage my finances. I have now decided to customise the spreadsheet to a bespoke template that meets my requirements. The process was simple and all queries I had were dealt with promptly; amazing customer service. I am now enjoying my bespoke template. Try it you will not regret it.

  5. Aisha
    5 out of 5

    :

    I’ve been using the basic budget for a couple years now and it has been fantastic. We recently purchased a house and now we have more budgeting to do and so I’ve decided to upgrade to the super deluxe budget. Thanks for making this so easy. I’m no math whiz and I run a tight household with us only having one income! You make it easy.

  6. Erin
    5 out of 5

    :

    I have looked everywhere for a simple budget spreadsheet to help me with my finances. I’m so thankful I found this one, it is really easy to use and very helpful!! Thank you so much!!

  7. Ronald Marshall
    4 out of 5

    :

    I have used quite a few budgeting spreadsheets, but this one I really like, it has all that you need and is very simple to use, what I really admire is the quick response that I recieve if I have any questions.

    Great spreadsheet…

  8. Huma
    5 out of 5

    :

    I’ve never been really financially astute, have been afraid to look at my expenses in black and white, and have never known where to begin. Coming across the super basic budget spreadsheet actually changed all that. I have really enjoyed using the spread sheet and balancing expenses and earnings, dreaming about saving up, and developing concrete strategies to do that. These are fun and easy to use, adapt and customize!

  9. Leo Ostapiv
    4 out of 5

    :

    wow, quite a creative approach.
    I use software, but Excel is sometimes better for the beginners.

  10. Kaylee Banevicius
    5 out of 5

    :

    This budget spreadsheet is so easy to use, it works everything out for you! I would recommend this to anyone and everyone!

    Thank you very much, has made life so much easier!

  11. Sunil
    5 out of 5

    :

    I loved it… I was looking for tracking my spendings and it’s perfect for me…. Thanks for putting it together…………

  12. Keith Gilbert
    5 out of 5

    :

    My fiancee and I are getting married in a few months, and I’m going to be the budget-keeper for the family. However, I had never created a budget before and just needed something really simple and easy to understand for both of us. I must have looked at half a dozen different budgeting solutions, but they were all so confusing! (And many of them cost $50 or more.) That’s when I found Super Basic Budget. It’s ridiculously easy to understand (but yet has just the right amount of features), and the price can’t be beaten. Highly recommended.

  13. Dave Hagar
    5 out of 5

    :

    OK, look… I love the Super Basic Budget spreadsheet and want to use it to save my marriage! (I laughed a little out loud for that one). I have not had a registered home budget in many years and was looking for a simple and easy way to do it. (maybe a little dummy proof too) The way this spreadsheet is laid out is very user friendly and ridiculously easy with to-the-point directions. It has a place for daily entries that automatically subtract amounts in the categories you set up. By the way, it took me literally minutes to set up our budget. Thank you Janet for saving my marriage!

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